Joe Connell, Aifa®, Qpfc, Crps®, Rf™ Email & Phone Number

Our goals when working with plan sponsors are to simplify the plan management for them, manage plan expenses and assist their employees with planning for retirement.As a Registered Investment Advisor and Fiduciary as defined by ERISA, we assist the plan sponsor in developing and documenting the plan’s Fiduciary responsibilities and assist with their Investment Policy statement design and review. We will maintain documents to assist with their required fiduciary obligations and store these files for them in their fiduciary folder.We have experience and expertise in all areas of 401(k) plan consulting; including investment selection and performance monitoring, fiduciary best practices, fee reviews and vendor negotiations. My background includes a detailed understanding of plan administration, plan design and customized methods and programs to help educate your employees."Building successful retirements one employee at a time" is how we measure our success.Retirement Plan Designations I have earned:AIFA® - Accredited Investment Fiduciary Analyst, with training in all components of a comprehensive investment process and related fiduciary standards of care. QPFC - Qualified Plans Financial Consultant designation from the American Society of Pension Professionals & Actuaries. A candidate will be expected to demonstrate a general proficiency of plan administration, compliance, investment, fiduciary, and ethics issues. CRPS® - Chartered Retirement Plans Specialist Designation from the College for Financial Planning, Denver, CO.RF™ - Registered Fiduciary Designation from DALBAR. RF™ certified professionals are identified as having met the highest fiduciary standards in the financial industry. The Registered Fiduciary™ certification identifies financial professionals that have achieved pertinent educational qualifications and licenses, learned required skills, and have passed a background check to serve in the important role of Fiduciary Adviser.

Listed skills include Retirement Plan Consulting, Investment Advisory, 401 Retirement Savings Plans, Retirement Planning, and 15 others.